Financial Advisor — Training Program

Job overview

The Financial Advisor — Training Program role is onsite in San Antonio, TX, with annual compensation of $64,000–$85,000. Radliff District — Northwestern Mutual serves individuals and businesses with financial services and personalized insurance solutions, with a stated mission to make an impact in South Central Texas. The advisor builds client relationships, understands financial goals, and develops tailored plans and insurance strategies. Ongoing support and networking help clients adjust their plans as their circumstances change.

What you'll do

• Consult with clients about financial goals, aspirations, and concerns.
• Develop financial plans covering investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect assets and income.
• Monitor plans, provide updates, and adjust strategies as needed.
• Build a client network through referrals, community involvement, and professional associations.

What we're looking for

Skills & competencies

financial advisor

training program

san antonio tx

northwestern mutual

financial planning

insurance solutions

retirement planning

client relationships

mentorship

$64k–$85k

license sponsorship

professional development

Work arrangement

• Weekend coverage required

Benefits & perks

• Retirement, performance bonuses, dental, health, and vision insurance, flexible schedule, advancement opportunities, training and development, professional development, mentorship, and marketing resources.

Why this role

Prior finance or sales experience is not necessary. Training and sponsorship for necessary licenses, including Series 6, 63, and state insurance licenses, are available.

About the employer

Radliff District - Northwestern Mutual is hiring for this role. Industry: Direct Property and Casualty Insurance Carriers. Sector: 52.